Ready to Take Charge of Your Tech Compensation?
We work with tech employees every day to make great financial decisions. We're here to help you reduce taxes, build wealth, and be in control of your future.
We work with professionals at startups and leading tech firms across the Bay Area, such as:
Wherever you work, we help you maximize your compensation and benefits.
From restricted stock units to employee stock purchase plans, we help you:
Manage RSUs, ESPPs, and stock options in a way that fits your goals.
Balance spending and saving so you enjoy life and build wealth.
Plan retirement contributions to help stay on course.
Use your bonuses and stock compensation strategically.
Manage offering periods and vesting schedules.
Plan stock sales to reduce taxes and grow your wealth.
Your compensation is just one piece of your financial future. We build a comprehensive plan to help cover:
Balance your current lifestyle with long-term goals.
Build wealth with a portfolio tailored to your objectives.
Stay ahead of taxes with strategies to lower liabilities and avoid surprises.
Design a plan that matches your preferred timeline and lifestyle.
Tackle mortgages and other debt to improve overall financial health.
Protect your loved ones and leave a legacy that aligns with your wishes.
Review insurance needs to protect what you’ve built.
With market volatility, now is a good time to review the “down market” maintenance checklist.
The Windfall Elimination Provision (WEP) has been eliminated, restoring full Social Security benefits for career changers moving from the private to public sector. Learn what this could mean for you.
A donor-advised fund is a smart and flexible way to make charitable contributions, especially in a high-income year. Read on to learn how to maximize tax benefits and make a greater impact with your charitable giving.
Working in tech comes with unique financial opportunities—you just need a plan to make the most of them. We help you leverage those opportunities to grow your wealth with confidence.
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